PVWM

Point View Wealth Management Portfolio holdings

AUM $246M
1-Year Est. Return 10.75%
This Quarter Est. Return
1 Year Est. Return
+10.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$318K
2
+$302K
3
+$295K
4
HES
Hess
HES
+$285K
5
BF
BASF AKTIENGESELLT ADS(RP1 ORD
BF
+$283K

Top Sells

1
+$438K
2
+$212K
3
+$186K
4
PCG icon
PG&E
PCG
+$180K
5
AIG icon
American International
AIG
+$126K

Sector Composition

1 Technology 12.61%
2 Healthcare 11.5%
3 Industrials 10.57%
4 Financials 10.48%
5 Energy 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$333K 0.15%
24,755
+75
177
$330K 0.15%
1,565
+45
178
$326K 0.14%
6,063
-74
179
$314K 0.14%
9,498
180
$314K 0.14%
6,554
-300
181
$313K 0.14%
27,336
+356
182
$310K 0.14%
8,933
-2,085
183
$303K 0.13%
34,472
-276
184
$303K 0.13%
1,904
+10
185
$296K 0.13%
42,407
+2,508
186
$296K 0.13%
19,609
187
$296K 0.13%
7,333
-103
188
$295K 0.13%
1,580
189
$295K 0.13%
26,279
-272
190
$292K 0.13%
7,913
-274
191
$292K 0.13%
2,254
-14
192
$292K 0.13%
6,005
193
$285K 0.13%
+4,727
194
$282K 0.13%
5,896
-190
195
$282K 0.13%
1,609
+24
196
$278K 0.12%
13,193
197
$274K 0.12%
16,821
198
$272K 0.12%
4,586
+258
199
$271K 0.12%
5,141
-324
200
$267K 0.12%
6,679
+169
6 7
8
9 10